Service Offerings
Fractional Services
Your leadership team is driving the business forward. I bring seasoned executive capabilities across technology, operations, and growth strategy to augment what you have and accelerate what you're building toward.
This isn't oversight. It's experienced capacity, available at the level your business actually needs it, without the overhead of a full-time hire.
I work alongside your existing leadership, filling the space where integration, technology strategy, and operational structure need to move faster than your current bandwidth allows.
Who This Is For
Companies in the $10M to $100M range where the leadership team is capable and the business is ready to move faster than its current processes and systems allow.
How I Engage
Advisory, Embedded, and Transformation tiers are available depending on where you are and what you need. Engagements are scoped to fit, not templated to fill time.
Project Engagements
Some of the most important work a company does happens in a defined window. Interdepartmental processes that need to be rebuilt before the next stage of growth. A system that needs to be replaced. An acquisition that has to be integrated before the value leaks out.
I work on projects with a clear scope, a defined outcome, and a finish line.
What This Covers
ERP selection and implementation, POS selection and rollout across hundreds of locations, RFP development, system integration, interdepartmental process overhaul, pre-sale operational readiness, and operations and business continuity planning.
Who This Is For
Leadership teams that have a specific problem to solve and need someone who has solved it before at scale.
How I Engage
Projects are scoped via a Scoping Engagement, which produces a defined scope, recommended approach, and preliminary findings. The Scoping Engagement fee is credited in full if you proceed.
Private Equity-Backed Companies
The clock is running. It is time to move.
I work with PE-backed companies and their operating partners during the windows that matter most: post-acquisition stabilization, operational buildout, and pre-exit readiness.
What This Covers
Operational assessment and gap analysis, technology rationalization, systems integration, cross-functional process design, management team augmentation, and pre-sale operational readiness.
Who This Is For
Operating partners, deal teams, and portfolio company leadership navigating a defined window where execution has to match the investment thesis.
How I Engage
Engagements are scoped to the situation. Some are fractional, some are project-based. All of them start with a clear understanding of where the business needs to be and what is standing between here and there.
Working Alongside EOS Companies
If your company runs on EOS, you already have something most mid-market companies don't: leadership alignment and a shared operating rhythm. That's real, and it matters.
But EOS is an operating system. It surfaces where the friction is. It doesn't always resolve the underlying execution architecture: the processes, systems, and structures that were built before the company had this level of clarity.
If you are still frustrated after EOS takes hold, that gap is usually the reason.
I work with EOS-aligned companies as the execution layer that activates after alignment is in place. I work alongside your Integrator, not around them. And I work at the level of your actual business goals, not a parallel workstream that creates noise.